How to Set a Signing Order for Documents and Templates

When sending a document to multiple signers, you can control the order in which each person receives it using Sign in Order. By default, all signers receive the document simultaneously. With Sign in Order enabled, each signer only receives the document after the previous person has completed their action.

Set a signing order in a new document

1. Start a new document and upload your file.
2. In the Recipients panel on the right, enable the Sign in Order toggle.
3. Number badges will appear next to each signer row showing the signing sequence.
4. Drag and drop signers using the handle on the left to reorder them.
5. Click Prepare to place fields and then send.

Signers further down the order will not receive the document until all previous signers have completed their actions.

Set a signing order in a template

1. Open or create a template.
2. In the Roles section, each role will have a numbered badge (1, 2, 3...) indicating the order.
3. Drag and drop roles to reorder the signing sequence.
4. Save the template.

When this template is used to send a document, signers sign in the order defined by the roles.

Why use Sign in Order?

• Ensure a manager reviews and signs before a direct report
• Make sure the client signs only after internal approval
• Control the flow of multi-party contracts or agreements

Tips

• Turning off Sign in Order after enabling it sends the document to all signers simultaneously again.
• You can combine Sign in Order with Signer Authentication for additional security.